Origin and Recipient Report

In the WinRed dashboard, you can view origin and recipient reports. These reports show the results from the pages your candidate was added to. You'll be able to see which candidates are sending you funds and which candidates you are sending funds to.
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If you navigate to the WinRed Dashboard on the right-hand side, you will find the Origin Report. The Origin Report shows you the candidates sending you funds from your shared pages.

On the Dashboard, the five committees that have contributed the most to your organization will be listed. If you would like more details, you can expand this list by clicking View All. You will be taken here:

You can see more details, such as the average donation amount, the number of donors, and the total gross raised. You can also filter to see certain data and download a report.

On the Dashboard, you can change the toggle to find the Recipient Report. The Recipient Report shows which candidates that are receiving funds from you.

Like the Origin Report, the Recipient Report on the Dashboard will list the top 5 committee's donors who have contributed from most to least. By clicking View All, you will be redirected here:

You can see more details, such as the average donation amount, the number of donors, and the total gross raised. You can also filter to see certain data and download a report.

To filter results, click the filter icon located in the top right hand corner next to the download button. You can filter by the date and the origin of the donation; such as All WinRed, My Committee, and Other Committee. These can only be applied one at a time.

For Conduit accounts, From the Dashboard, select the Revenue tab. In the dropdown menu, select the Donations sub-tab.

Select the Filter icon in the upper-right corner. A new menu will appear, allowing you to filter by Origin and Recipient(s).

For Merchant accounts, expand the Revenue tab and click the Donations sub-tab.

Select the Filter icon in the upper-right corner. Check that the Origin field appears in the list of possible filter parameters.

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To download the Origin and Recipient Report, you can download from the view in the Dashboard or you can click View All and download from there. Simply apply the desired filters and click Download.

To receive your report, an email will be delivered to your inbox or you can navigate to the Utilities tab and click into Data Exports to retrieve the report and download it to your browser.

Questions? Our team is here to help! Click on the red chat box at the bottom right corner of your screen, and a member of our team will assist!